IREN Iren (prev. Iris Energy) Loading... : Bullish and Bearish Analyst Opinions
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03:13
Jul 19
Jul 19
Named in Neocloud/HPC sector accumulation list during a high-beta sell-off dip.
MED
20:34
Jul 17
Jul 17
Buy AI infrastructure and enabler names — author explicitly buying this basket, underpinned by thesis that AI capex ($600-750B+ from profitable hyperscalers) is driving direct revenue and rising earnings at beneficiaries, making the "bubble" narrative structurally wrong.
MED
19:11
Jul 17
Jul 17
The author lists thematic ETFs and beaten-down AI, neocloud, space, and defense stocks as a watchlist for which sectors might rally first, not as current positions or trade calls.
17:51
Jul 17
Jul 17
Watch NBIS/IREN as hyperscalers (META) adopting compute leasing validates neocloud business model, but author does not explicitly own these names.
MED
16:23
Jul 17
Jul 17
Buy beaten-down growth names IREN, HIMS, ONDS, ASTS, KRKNF, and OUST on a mean-reversion thesis; speaker expects a sharp V-shaped bounce after recent month-long selloff, though no specific catalyst or fundamental trigger is cited.
MED
15:57
Jul 17
Jul 17
The author presents a list of beaten-down stocks across AI semis, neocloud, space, and defense sectors as being "on sale," but does not state a personal position or explicit forward call, so each ticker is indexed as watch.
LOW
15:16
Jul 17
Jul 17
Watch IREN for potential long after M&A; software orchestration plus capacity is positive, but executive comp and financing are key hurdles.
MED
08:52
Jul 17
Jul 17
The author describes a broad sell-off in retail-favored growth stocks but frames it as a natural consequence of prior gains, not a trade call.
LOW
16:41
Jul 16
Jul 16
The author dismisses the quoted list of beaten-down momentum names as never attractive on valuation, but does not express a personal long or short position, only a skeptical watchlist view.
20:50
Jul 15
Jul 15
Buy Iris Energy at $33; author's stated add-zone target based on undervaluation, patient entry strategy awaiting bullish market conditions.
MED
20:30
Jul 15
Jul 15
Author announces portfolio shift to include IREN; no catalyst or thesis provided, basket enthusiasm only.
LOW
19:59
Jul 15
Jul 15
The tweet simply notes that PayPal is outperforming IREN year-to-date without expressing any forward-looking position or trade idea.
LOW
19:38
Jul 15
Jul 15
Author says IREN is a buy here but clarifies it is not among the main five large positions, making it a watch rather than a clear long.
17:27
Jul 15
Jul 15
Author cites Trump's pro-data-center stance as a policy tailwind for AI infrastructure names; $IREN named in bullish thematic context, no explicit personal position stated.
MED
13:56
Jul 15
Jul 15
Buy neocloud/AI infrastructure operators as enterprise AI moves from testing to production and agentic workloads drive 24/7 utilization that legacy "peak human hours" capacity planning cannot accommodate, creating sustained GPU rental demand.
MED
13:46
Jul 15
Jul 15
Author cites IREN as an example of ex-Bitcoin miners lacking AI cloud expertise, framing them as competitively disadvantaged relative to Nebius's new expansion model.
MED
12:19
Jul 15
Jul 15
Buy IREN: the appointment of a highly experienced CISO strengthens credibility with enterprise AI cloud clients, supporting growth.
HIGH
16:50
Jul 14
Jul 14
Author reports CLSK’s first AI data center deal and names IREN, HIVE, MARA as subsequent beneficiaries, recommending them as a group without explicit personal position.
LOW
14:31
Jul 14
Jul 14
Author discloses a current long position in IREN, confirmed in response to a direct question about holdings; no explicit catalyst stated beyond active conviction in the name.
MED
13:46
Jul 14
Jul 14
Co-mentioned as a comparable company targeting similar AI lab compute deals; no directional commitment from speaker.
LOW
12:51
Jul 14
Jul 14
Named as an expected sector beneficiary from CLSK's 20-year HPC infrastructure deal; no individual thesis provided.
MED
21:53
Jul 13
Jul 13
Author holds existing positions in these AI enabler names; buying into what he believes is a forming bottom, with mental stop-losses below support in case price breaks lower before a confirmed bottom.
MED
19:08
Jul 13
Jul 13
Buy $IREN and $HIMS at prices below $40, based on the speaker's stated entry threshold.
MED
14:40
Jul 13
Jul 13
Author discloses existing held positions across AI enabler names, buying near support with mental stop-losses below, viewing a bottom as forming but not yet confirmed; holding through potential further downside with active risk management.
MED
10:27
Jul 13
Jul 13
Buy neocloud names on the selloff driven by the false "excess compute" narrative — META's confirmed $50B+ Louisiana data center expansion and $9B Canada facility prove sustained hyperscaler demand, not surplus capacity, making the dip a buying opportunity.
MED
05:59
Jul 13
Jul 13
The author lists four high-growth tickers but frames them as macro-driven volatile names where long-term thesis matters, not as an active trade call.
LOW
19:00
Jul 12
Jul 12
Author includes IREN as a high-risk, high-reward long-term pick, no catalyst stated.
LOW
15:47
Jul 12
Jul 12
Buy IREN as stock declines 50% from ATH while multiple analysts raise price targets, average target ~$81 vs ~$40 current; even the only sell-rating has target above current price.
HIGH
15:19
Jul 12
Jul 12
Author compares swing trading profits to hypothetical hold returns for SHAZ, PENG, IREN, and OUST but does not state a current position or forward call.
LOW
13:02
Jul 12
Jul 12
Author lists 10 AI stocks as favorites and recommends buying now, no explicit personal position language.
MED
About IREN Analyst Coverage
Buzzberg tracks IREN (Iren (prev. Iris Energy)) across 51 sources. 391 bullish vs 21 bearish calls from 55 analysts. Sentiment: predominantly bullish (42%). 885 total trade ideas tracked. Past 7 days: 10 bullish, 16 watch. Latest voices: mkfilko, __con_, wliang.